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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $505M AUM 1,934 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 292 New 1015 Added 257 Reduced 88 Exited
Page 77 of 97  ·  1,934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 TNYA TENAYA THERAPEUTICS INC Healthcare 913.0 $675.0 NEW $0.74 -5.0%
1522 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 8.0 $674.0 +5.0 +166.7% $84.25 -7.7%
1523 GNW GENWORTH FINL INC Financial Services 71.0 $673.0 +3.0 +4.4% $9.48 +5.1%
1524 RXT RACKSPACE TECHNOLOGY INC Technology 103.0 $673.0 NEW $6.53 -48.8%
1525 EAT BRINKER INTL INC Consumer Cyclical 4.0 $672.0 -1.0 -20.0% $168.00 +38.1%
1526 SPT SPROUT SOCIAL INC Technology 89.0 $672.0 NEW $7.55 +45.7%
1527 PDSB PDS BIOTECHNOLOGY CORP Healthcare 761.0 $671.0 NEW $0.88 -74.1%
1528 EAF GRAFTECH INTL LTD SR NT Industrials 113.0 $668.0 NEW $5.91 +27.7%
1529 HGTY HAGERTY INC Financial Services 56.0 $668.0 +54.0 +2700.0% $11.93 +10.9%
1530 AAT AMERICAN ASSETS TR INC Real Estate 27.0 $667.0 $24.70 -9.0%
1531 MTW MANITOWOC CO INC Industrials 48.0 $667.0 $13.90 +38.1%
1532 NNI NELNET INC Financial Services 5.0 $667.0 -4.0 -44.4% $133.40 -4.1%
1533 DWSN DAWSON GEOPHYSICAL CO NEW Energy 112.0 $666.0 NEW $5.95 -44.8%
1534 FORR FORRESTER RESH INC Industrials 79.0 $665.0 NEW $8.42 +44.9%
1535 KNSL KINSALE CAP GROUP INC Financial Services 2.0 $660.0 +1.0 +100.0% $330.00 +14.9%
1536 NVST ENVISTA HOLDINGS CORPORATION Healthcare 25.0 $659.0 -1.0 -3.9% $26.36 +4.4%
1537 LIONSGATE STUDIOS CORP 43.0 $659.0 +41.0 +2050.0% $15.33
1538 MATIV HOLDINGS INC 87.0 $659.0 $7.57
1539 BOOT BOOT BARN HLDGS INC Consumer Cyclical 4.0 $658.0 $164.50 -5.6%
1540 CRNC CERENCE INC Technology 58.0 $657.0 NEW $11.33 -27.1%
Page 77 of 97  ·  1,934 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.7%
Financial Services 21.0%
Industrials 12.3%
Healthcare 9.4%
Consumer Cyclical 7.8%
Communication Services 3.6%
Energy 3.2%
Real Estate 2.8%
Consumer Defensive 2.4%
Utilities 2.1%